Rooted Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rooted Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$200K	Buy
2023 Q4	–	Sell
2023 Q3	$224K	Sell
2023 Q2	$287K	Sell
2023 Q1	$2.01M	Sell
2022 Q4	$3.29M	Buy